Financial Investment Adviser delivering financial advisory support analyzing portfolio performance for Australian SMEs. Collaborating with teams to optimize lending and investment decisions.
BA
Hybrid Senior Leasing Sales Specialist – PNW Business Banking Equipment Finance
Posted 2 months ago
About the role
- Sales Specialist at Bank of America, responsible for originating equipment financing transactions and developing internal relationships with Business Banking teams. Engaging with clients to tailor financing solutions in equipment finance.
Responsibilities
- Highly qualified, seasoned sales professional responsible for handling all aspects of originating equipment financing transactions (lease and debt structures) to Bank of America clients and prospects
- Skilled at developing internal relationships with Relationship Managers and their teams to sell small to midsize straightforward lease and loan structures
- Possess proven client relationship skills, extensive product knowledge, a strong work and travel ethic, and strong execution and multi-tasking skills
Requirements
- 5+ years of direct sales experience in the financial services industry; preferably in equipment finance and leasing
- Enhance client and industry relationships, generate sales opportunities and tailor superior solutions
- Develop lasting relationships with Business Banking management, Relationship Managers and Credit Officers to maintain marketing access to their clients and prospects with $10 - $50mm in revenue
- Educate the customer by demonstrating an in-depth knowledge of the features, benefits and applications of available products and services
- Demonstrate macro level knowledge of credit risk policy and internal credit ratings to determine client’s creditworthiness
- Develop and foster mutually beneficial relationships with industry contacts including dealers, brokers, insurers, and component suppliers
Benefits
- Discretionary incentive eligible
- Annual discretionary award
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
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